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Showing 51 - 60 of 346 results for "Sharpe"

Monetary policy to underscore 2025 allocations

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
Investors have head into the New Year with many of the same concerns they had at the start of 2024, with interest rates and inflation to dominate once again. Last November, RBA governor Michele Bullock indicated the central bank views its settings as ...

Hostplus' AFCA complaint response times lag

ELIZA BAVIN  |  MONDAY, 16 DEC 2024
Hostplus published its inaugural Service Standards Report, aimed at improving transparency and accountability, with hopes other funds will follow suit. Hostplus chief executive David Elia said the report provides a comprehensive view of the volume ...

TAL creates consumer and growth unit

MATTHEW WAI  |  THURSDAY, 12 DEC 2024
TAL Australia has appointed a general manager to lead its newly created consumer and growth team. As head of this new division, Lexie Denby will oversee TAL's direct and advised customer growth initiatives while ensuring its products and services ...

TAL creates consumer and growth division

MATTHEW WAI  |  TUESDAY, 10 DEC 2024
The life insurer has appointed a general manager to lead its newly created consumer and growth team. Alexis Denby has taken on the role, where she will be responsible for TAL's direct and advised customer growth initiatives whilst ensuring its products ...

HESTA names general manager of retirement

MATTHEW WAI  |  FRIDAY, 6 DEC 2024
HESTA has named a general manager of retirement as 14% of its members get ready to retire in the next five years. Shannon O'Shea has been appointed to the role. She was previously general manager, new business and growth enablement, a position she ...

Self-regulation on the cards: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... the potential to self-regulate in the near future, according to Financial Advice Association Australia (FAAA) chair David Sharpe. In six years' time, Sharp believes the advice profession will at least be co-regulated, lauding advisers' collective commitment ...

Bell Financial Group bids $51m for SelfWealth

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
Bell Financial Group (BFG) is proposing to acquire SelfWealth for $51 million in a deal which both parties find "compelling." BFG said in offering 22 cents for each SelfWealth security, shareholders of the trading platform "will benefit through increased ...

MFF Capital Investments to acquire Montaka Global Investments

ANDREW MCKEAN  |  TUESDAY, 8 OCT 2024
MFF Capital Investments has flagged its intention to acquire Montaka Global Investments in a bid to sharpen its "research focus and capabilities". The acquisition is expected to be finalised by early 2025, pending final agreements. Montaka Global's ...

Trust in advisers reaches new high: Survey

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
... the myth that financial advice is solely for the rich. At his own practice, Globe Financial Planning, FAAA chair David Sharpe sees a variety of mum and dad clients who earn a median salary of $100,000. "Those who aren't on super high incomes or don't ...

Hanson backs Dixon Advisory inquiry

KARREN VERGARA  |  WEDNESDAY, 18 SEP 2024
... settled for a $7.2 million penalty and $1 million to cover its legal costs. The amounts have yet to be paid. FAAA chair David Sharpe said on LinkedIn: "I, like many other small other business owners, paid my CSLR bill and I am outraged by it. The FAAA ...